An Interview with Mike Seefeld
Member Profile:
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working...
Published on April 28, 2011
Long Term Care Policies When Things Go Right, When Things Go Wrong
Webcast:
Do Long Term Care policies always work as advertised? Are there alternatives for the tough to insure? By listening to this webinar you will gain practical insights into the long term planning process...
Published on August 05, 2011
Private Annuities as an Aid to Medicaid Eligibility
Article:
Clients often ask CPA Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility
Published on May 16, 2011
Elder Planning Services Useful Web Site Links and Resources
Overview:
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful. Access these sites to find more resources for Elder Planning services
Published on April 03, 2013
The CPAs Role in Elder Planning Services
Article:
Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning...
Published on May 16, 2011
Elder Planning Glossary
Glossary:
Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related...
Published on January 15, 2013
Introduction to Elder Planning Services
Overview:
Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence and challenging you to step beyond...
Published on April 28, 2011
Why One Firm Decided to Offer Elder Planning Services
Article:
In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice
Published on January 15, 2013
Elder Planning Task Force
Objectives or Roster:
Learn about the Elder Planning Task Force's objective and members
Published on August 03, 2011
What are Elder Planning Services and Why Should I Get Involved
Article:
Practitioners who offer Elder Planning services not only expand their firm's scope of services and increase the revenue from their existing clients, but they also attract and retain new clients who are...
Published on May 16, 2011
What is the Difference Between ElderCare Services and PrimePlus Services
Article:
The AICPA changed the ""ElderCare"" brand to ""PrimePlus Services"" to make it easier for clients to see the connection between traditional services and the new, more global approach to the services that older clients need. Learn more about the name change and the new focus of the brand.
Published on October 25, 2010
Retirement Healthcare
Overview:
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on November 30, 2012
Getting Started in Elder Planning Services
Article:
Learn how you can get started in Elder Planning in developing a successful practice. Read more about researching your market, marketing your services, and developing a successful practice
Published on September 01, 2011
Financial Decisions Guide - Elder Planning
Guide:
Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
Published on May 30, 2013
Elder Planning
Video:
Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients
Published on January 15, 2013